Tap - Digital Business Card

Notes on every lead, reimagined • Voice notes, typed notes, capture-form notes and dashboard notes now live in one timeline, with the name of whoever added each one. • Write and edit typed notes right from the lead. • Sync a single note to your CRM from the note itself and see which CRM it reached. • Add next steps to any note, with reminders and Google Calendar. • Recordings that couldn't be processed now tell you why. Lead enrichment • Enrich a lead to fill in their job title, company and contact details automatically. • Enrich one lead or many at once, and reveal phone numbers when you need them. • Create a lead from just a name or a LinkedIn profile. • Get a notification when enrichment finishes, and track your credits in the app. Leads • Add a lead straight from your phone contacts. • Better phone number detection when scanning business cards. Analytics • New insights: profile views by channel (NFC, QR, link), leads by source, meetings and notes, compared with the previous period. Profile • Landline and fax fields in your contact info. Plus • Guided tips the first time you open each screen. • Refreshed alerts and smoother updates on meeting details. • Bug fixes and performance improvements.

Tap turns every handshake, badge scan, and sales call into a captured lead, synced straight to your CRM. Tap to share your profile over NFC, or scan a badge or paper card, and the contact lands in Salesforce, HubSpot, Zoho, or Pipedrive in seconds. No typing. No lost cards. No leads slipping through. NEW: Meeting Intelligence Record, transcribe, and analyze your sales calls automatically. Tap captures the full conversation, then hands you a clean summary, the topics covered, buying signals, objections, and your action items, ready before you leave the room. Why teams use Tap: • NFC tap-to-share and instant profile exchange • Badge and business card scanning at events • AI meeting notes: record, transcribe, and analyze • Auto-sync to Salesforce, HubSpot, Zoho, and Pipedrive • Follow-ups and action items captured for you Join 160,000+ professionals. Capture more, type less, close faster.